Schedule a Report as a Partner

You can set up scheduled times to run any of the reports and have them sent to your email inbox, to your FTP server, or to hosted SFTP.

1. From the top navigation bar, select Reports → More Reports.

2. Select the report you want to schedule.

3. In the top right corner, select [Schedule].

4. Set the settings of the report.

   • How often you want the report generated.

   • The format of the report. Choose between Excel, CSV, or PDF.

   • Where you want the report to be delivered. Choose between Partner FTP, Email or Hosted SFTP. Refer to the tabs below for descriptions of each delivery method.

5. Select Schedule and Send.

   

Partner FTP

If you choose to have your reports sent via FTP, a folder will be sent to your FTP server, where you can then access the report.

Delivery method field	Description
Server URL	Select the server protocol in which you want to receive FTP files (FTP, SFTP, or FTPS), then enter your server URL.
Directory	Indicate here if you have a specific directory you want reports to be placed in (e.g., /impact/reports/).
Port	Specify the port that your server listens to for new control connections. Post 21 is typical for nonsecure and explicitly secure connections. Port 990 is typical for implicitly secure connections.
Username	Enter the username that impact.com uses to log into the FTP server.
Password	Enter the password that impact.com uses to log into the FTP server.

Email

Hosted SFTP

Manage scheduled reports

1. From the top navigation bar, select Reports → Scheduled Reports.

2. Navigate to the scheduled report you want to edit and select [Drop-down menu] under the Actions column.

3. Change delivery settings and report content, pause report generation, delete the report scheduling settings, or run the report right now.